Gary
Ronan

Prosperity Capital Advisors

CRD#6016201
Investment Advisor
in Colts Neck, NJ

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About this Advisor

Gary Ronan is a financial advisor based in Colts Neck, New Jersey, working with Prosperity Capital Advisors. Gary has previously held positions at American Prosperity Group, Gary Ronan Rental Properties, United Planners' Financial Services, Usa Financial Securities, Ronan Financial Advisors, LLC Dba Alicorn Financial Group, Horter Investment Management, and Ae Wealth Management, LLC. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Gary is part of Prosperity Capital Advisors, which operates out of Colts Neck, New Jersey. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9 Professional Circle Suite 202
Colts Neck, NJ 07722

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

NJ Average: $2,106,341,625
Total Number of Employees

202

NJ Average: 34
Total Number of Accounts

9,396

NJ Average: 1,972
Average Account Size

$238,964

NJ Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Gary Ronan Work History

2011 - Present (13 years)

Ronan Financial Advisors, LLC Dba Alicorn Financial Group

1998 - Present (26 years)

Gary Ronan Rental Properties

2019 - 2020 (1 year)

Ae Wealth Management, LLC

2018 - 2019 (1 year)

Horter Investment Management

2017 - 2018 (1 year)

Usa Financial Securities

2014 - 2016 (2 years)

United Planners' Financial Services

2011 - 2017 (6 years)

American Prosperity Group

Disclosures

Please visit the SEC profile of Gary Ronan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Capital Advisors

Jake Giles
Arden, NC
Derrick Gibbs
Westlake, OH
Kirsten Schlumbohm
Westlake, OH
Cheryl Bush
South Easton, MA
Ashwini Ahluwalia
Westlake, OH
Eric Langenfeld
Westlake, OH
Grace Nicholson
Westlake, OH
Giancarlo Capodanno
Westlake, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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